In the first half of the year, shipments of TV panels were better than demand for the same period of 2011. TV panel shipment growth during the first half of 2012 was positive for the same period of the previous year, and it grew by more than 10% year-on-year from February to April. If, in absolute terms, the quantity also exceeds the level at the end of last year, we can see that the global market is still growing. It can be said that the panel industry still has demand, but the volume has not been able to grow as high as 20%-30% in the past.
Such growth in the off-season of the panel market can be said to be not in the off-season. The main reason lies in the demand for China’s May holiday and the stock of the European Cup and the Olympics, which has helped support demand in the first half of 2012.
From the perspective of panel shipments, the market demand in the second half of the year still depends on whether the sales of the European Cup and the Olympic Games are as expected. If not, there will be market demand but insufficient growth as in 2011.
In the first half of the year, panel prices gradually increased, reflecting the supply and demand tightness of the panel industry. In panel year 2011, only in the March-May period, the prices of different sizes have different time. It can be said that the shipment is stable and the market demand is greater than the supply; however, after June, the panel price is rampant and almost returns. The price before the price increase is even lower. From the analysis, the biggest reason is still the problem of the European market, which led to the downturn of the panel industry in 2011.
In the first half of 2012, the panel market price has been slowly increasing. There are two issues that can be explored. One is the shortage of panel supply and demand. The other is panel plant response costs, which will increase prices.
In terms of panel supply and demand, the global panel market is still in an oversupply situation. First, the global market demand is still not as high as before. From 2011 onwards, the global market demand has gradually become saturated, with only a single digit year-on-year growth; if converted into area calculations, it has grown rapidly year-on-year. Because the TV market has grown in size and speed, as in the past, competition in 32-inch products gradually increased to 40-42 inch products, so the panel production capacity has gradually shifted to supply demand.
In the first half of 2012, it can be seen that some panel prices began to rise. The first reason stems from the fact that the panel price is lower than the cost, so manufacturers have increased their prices, and if they are lower than the price, they do not produce. Among them, European and American manufacturers completed the price increase at the beginning of the first quarter. As for the Chinese region, prices are still low; but after the price increase in Europe and the United States was confirmed, prices in the Chinese region also rose, making the panel price increase pattern unchanged.
If analyzed by individual dimensions, although the 32-inch price fell at the beginning of the year, it also began to rise afterwards. The reason for the decline at the beginning of the year comes from domestic BOE and China Star Optoelectronics to reduce their prices for sales promotion. However, because the price is too low, resulting in excessive losses, they have adopted a price follow-up strategy and followed the front panel manufacturers’ panel prices, so the 32-inch panel prices have gradually increased.
The 40-inch panel provider is mainly based on Samsung, so the price is relatively stable; and the international brand manufacturers Samsung, Sony and Sharp all have this size model, can afford a higher price, so the price increase is relatively easy. 42-inch panel providers mainly LGD, AUO and Chi Mei, the price gradually increased after the first quarter, mainly from capacity exclusion; because the 42-inch line is mainly in the 7.5 generation line production, while the 7.5-generation line is currently adding 50-inch product line After that, it caused a capacity squeeze effect, so the 42-inch panel price continued to rise until June.
Such growth in the off-season of the panel market can be said to be not in the off-season. The main reason lies in the demand for China’s May holiday and the stock of the European Cup and the Olympics, which has helped support demand in the first half of 2012.
From the perspective of panel shipments, the market demand in the second half of the year still depends on whether the sales of the European Cup and the Olympic Games are as expected. If not, there will be market demand but insufficient growth as in 2011.
In the first half of the year, panel prices gradually increased, reflecting the supply and demand tightness of the panel industry. In panel year 2011, only in the March-May period, the prices of different sizes have different time. It can be said that the shipment is stable and the market demand is greater than the supply; however, after June, the panel price is rampant and almost returns. The price before the price increase is even lower. From the analysis, the biggest reason is still the problem of the European market, which led to the downturn of the panel industry in 2011.
In the first half of 2012, the panel market price has been slowly increasing. There are two issues that can be explored. One is the shortage of panel supply and demand. The other is panel plant response costs, which will increase prices.
In terms of panel supply and demand, the global panel market is still in an oversupply situation. First, the global market demand is still not as high as before. From 2011 onwards, the global market demand has gradually become saturated, with only a single digit year-on-year growth; if converted into area calculations, it has grown rapidly year-on-year. Because the TV market has grown in size and speed, as in the past, competition in 32-inch products gradually increased to 40-42 inch products, so the panel production capacity has gradually shifted to supply demand.
In the first half of 2012, it can be seen that some panel prices began to rise. The first reason stems from the fact that the panel price is lower than the cost, so manufacturers have increased their prices, and if they are lower than the price, they do not produce. Among them, European and American manufacturers completed the price increase at the beginning of the first quarter. As for the Chinese region, prices are still low; but after the price increase in Europe and the United States was confirmed, prices in the Chinese region also rose, making the panel price increase pattern unchanged.
If analyzed by individual dimensions, although the 32-inch price fell at the beginning of the year, it also began to rise afterwards. The reason for the decline at the beginning of the year comes from domestic BOE and China Star Optoelectronics to reduce their prices for sales promotion. However, because the price is too low, resulting in excessive losses, they have adopted a price follow-up strategy and followed the front panel manufacturers’ panel prices, so the 32-inch panel prices have gradually increased.
The 40-inch panel provider is mainly based on Samsung, so the price is relatively stable; and the international brand manufacturers Samsung, Sony and Sharp all have this size model, can afford a higher price, so the price increase is relatively easy. 42-inch panel providers mainly LGD, AUO and Chi Mei, the price gradually increased after the first quarter, mainly from capacity exclusion; because the 42-inch line is mainly in the 7.5 generation line production, while the 7.5-generation line is currently adding 50-inch product line After that, it caused a capacity squeeze effect, so the 42-inch panel price continued to rise until June.
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